Client Onboarding & Service Specialist

Hrchamber; Waynesboro (VA); On-site; USD 30,000 - 34,000; Full time

Job summary

Hrchamber in Virginia is seeking a Client Associate to support the Financial Services Division with client onboarding, service delivery, and marketing collaboration. The role emphasizes accurate data entry, strong client interaction, and adherence to firm policies.

Ideal candidates hold a high school diploma, are team-oriented, and can manage multiple tasks with minimal supervision while maintaining the organization’s BLUEPRINT values.

Qualifications

• High school diploma or equivalent required.
• Ability to obtain licenses or credentials as needed.
• Strong communication and interpersonal skills for client service.
• Excellent organizational and time-management abilities.
• Self-motivated with minimal supervision.

Responsibilities

• Assist with client account opening, onboarding, and service.
• Collaborate with Marketing to develop division materials.
• Maintain efficient workflows and adhere to firm policies.
• Perform data entry, generate reports, and use financial services platforms.
• Build professional client relationships and provide high-quality service.

Skills

Excellent communication

Interpersonal skills

Time management

Self-starter

Education

High school diploma or equivalent

Additional college courses or office experience

Job description

Hrchamber in Virginia is seeking a Client Associate to support the Financial Services Division with client onboarding, service delivery, and marketing collaboration. The role emphasizes accurate data entry, strong client interaction, and adherence to firm policies.

Ideal candidates hold a high school diploma, are team-oriented, and can manage multiple tasks with minimal supervision while maintaining the organization’s BLUEPRINT values.